Xponance LLC Increases Position in DoorDash, Inc. $DASH

Posted by Jeff Wilder on Jun 12th, 2026

Xponance LLC raised its position in DoorDash, Inc. (NASDAQ:DASH – Free Report) by 7.4% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 92,329 shares of the company’s stock after purchasing an additional 6,371 shares during the quarter. Xponance LLC’s holdings in DoorDash were worth $20,911,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in DASH. Norges Bank purchased a new stake in DoorDash in the fourth quarter valued at approximately $1,093,650,000. Vanguard Group Inc. raised its position in DoorDash by 3.7% in the third quarter. Vanguard Group Inc. now owns 42,712,908 shares of the company’s stock valued at $11,617,484,000 after purchasing an additional 1,522,823 shares during the period. Scge Management L.P. purchased a new stake in DoorDash in the second quarter valued at approximately $267,463,000. Invesco Ltd. raised its position in DoorDash by 18.2% in the third quarter. Invesco Ltd. now owns 6,355,628 shares of the company’s stock valued at $1,728,667,000 after purchasing an additional 980,148 shares during the period. Finally, State Street Corp raised its position in DoorDash by 6.3% in the third quarter. State Street Corp now owns 15,296,624 shares of the company’s stock valued at $4,160,529,000 after purchasing an additional 909,125 shares during the period. Hedge funds and other institutional investors own 90.64% of the company’s stock.

DoorDash Stock Performance

NASDAQ:DASH opened at $154.59 on Friday. The firm has a market capitalization of $67.36 billion, a PE ratio of 73.61 and a beta of 1.83. The business’s fifty day moving average price is $162.74 and its 200 day moving average price is $184.41. The company has a debt-to-equity ratio of 0.27, a current ratio of 1.43 and a quick ratio of 1.43. DoorDash, Inc. has a 12 month low of $143.30 and a 12 month high of $285.50.

DoorDash (NASDAQ:DASH – Get Free Report) last posted its earnings results on Wednesday, May 6th. The company reported $0.42 EPS for the quarter, beating the consensus estimate of $0.36 by $0.06. The firm had revenue of $4.04 billion for the quarter, compared to analyst estimates of $4.15 billion. DoorDash had a return on equity of 9.58% and a net margin of 6.29%.DoorDash’s revenue for the quarter was up 33.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.44 earnings per share. On average, sell-side analysts anticipate that DoorDash, Inc. will post 2.45 earnings per share for the current fiscal year.

Insider Activity at DoorDash

In other DoorDash news, COO Prabir Adarkar sold 21,739 shares of the company’s stock in a transaction on Tuesday, May 26th. The shares were sold at an average price of $155.25, for a total value of $3,374,979.75. Following the completion of the transaction, the chief operating officer owned 959,076 shares in the company, valued at $148,896,549. This represents a 2.22% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Stanley Tang sold 21,433 shares of the company’s stock in a transaction on Thursday, April 2nd. The shares were sold at an average price of $150.00, for a total transaction of $3,214,950.00. Following the completion of the transaction, the director owned 19,279 shares of the company’s stock, valued at $2,891,850. This represents a 52.65% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last three months, insiders have sold 68,558 shares of company stock worth $10,914,640. Insiders own 5.83% of the company’s stock.

Analyst Ratings Changes

A number of analysts have issued reports on DASH shares. Weiss Ratings raised DoorDash from a “hold (c-)” rating to a “hold (c)” rating in a research report on Wednesday, May 13th. Needham & Company LLC reaffirmed a “buy” rating and set a $265.00 price objective on shares of DoorDash in a research report on Thursday, May 7th. Citigroup cut their price objective on DoorDash from $280.00 to $250.00 and set a “buy” rating on the stock in a research report on Friday, May 8th. Barclays cut their price objective on DoorDash from $238.00 to $220.00 and set an “equal weight” rating on the stock in a research report on Thursday, February 19th. Finally, DA Davidson cut their price objective on DoorDash from $224.00 to $200.00 and set a “neutral” rating on the stock in a research report on Thursday, May 7th. Two equities research analysts have rated the stock with a Strong Buy rating, twenty-five have given a Buy rating and nine have given a Hold rating to the stock. According to MarketBeat, DoorDash presently has an average rating of “Moderate Buy” and a consensus price target of $257.64.

Check Out Our Latest Analysis on DoorDash

DoorDash News Roundup

Here are the key news stories impacting DoorDash this week:

Positive Sentiment: DoorDash launched “Ask DoorDash,” a conversational AI assistant that can turn prompts, recipe links, and photos into meal, grocery, and reservation recommendations, potentially improving user engagement and order conversion. DoorDash’s new AI chatbot lets you order with prompts and photos
Positive Sentiment: DoorDash expanded AI-powered shopping tools across search and cart-building, signaling continued product innovation that could strengthen its competitive position in delivery and commerce. DoorDash expands AI-powered shopping tools
Positive Sentiment: DoorDash and NJ TRANSIT announced a sponsorship tied to FIFA World Cup 2026, which could provide incremental brand exposure. NJ TRANSIT and DoorDash announce major sponsorship tied to FIFA World Cup 2026
Neutral Sentiment: Some coverage framed the AI rollout as a broader “latest AI push,” but the long-term revenue impact is still unclear and will depend on adoption. DoorDash lets customers use photos, prompts to order food and book reservations in latest AI push

About DoorDash

(Free Report)

DoorDash, Inc operates a technology-driven logistics and food-delivery marketplace that connects consumers, merchants and independent delivery contractors. The company’s core service enables customers to order from local restaurants and retailers through its app and website while DoorDash handles last-mile fulfillment via its network of drivers, known as “Dashers.” Over time the platform has broadened beyond restaurant deliveries to include groceries, convenience items and retail deliveries, positioning DoorDash as a broader on-demand logistics provider for consumer goods.

In addition to its marketplace, DoorDash offers a suite of products and services for consumers and businesses.